Rithm Capital/$RITM

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About Rithm Capital

Rithm Capital Corp operates as a real estate investment trust that provides capital and services to the real estate and financial services industries. The company aims to generate attractive risk-adjusted returns in all interest-rate environments through a complementary portfolio of investments and operating businesses. Its investment portfolio is composed of mortgage servicing-related assets (full and excess MSRs and servicer advances), residential securities (and associated call rights), loans (including single-family rental), and consumer loans. Its operating segments are Origination and Servicing; Investment Portfolio; Residential Transitional Lending; and Asset Management.
Ticker
$RITM
Primary listing
NYSE
Employees
7,240

Rithm Capital Metrics

BasicAdvanced
$5.2B
15.55
$0.60
1.11
$1.00
10.70%

What the Analysts think about Rithm Capital

Majority rating from 12 analysts.
Buy
Analyst ratings by month
MonthBuyHoldSellAnalystsMajority rating
July 2023102012Buy
August 2023102012Buy
September 202392011Buy
October 202392011Buy
November 2023101011Buy
December 2023111012Buy
January 2024111012Buy
February 2024111012Buy
March 2024111012Buy
April 2024111012Buy
May 2024111012Buy
June 2024111012Buy

Bulls say / Bears say

Rithm’s asset-management platform reached $61 billion of AUM after $1.9 billion of second-quarter inflows, while revenue rose 34% quarter on quarter to about $141 million. This gives the company a growing fee-based earnings stream alongside its mortgage businesses. (Financial Times)
Newrez produced $307.6 million of pre-tax operating income before MSR mark-to-market effects, up from $273.7 million in the first quarter, for a 22% annualised operating ROE. Its servicing portfolio also reached $865.2 billion of unpaid principal balance, supporting recurring servicing income. (Morningstar)
Second-quarter earnings available for distribution were $0.60 per diluted share against a $0.25 dividend, providing substantial current coverage. Rithm also completed $1.4 billion of non-qualified mortgage securitisations and a $316 million home-improvement-loan securitisation, showing it can recycle capital across several lending channels. (Financial Times)
The headline earnings picture remains volatile: GAAP net income was only $0.04 per diluted share in the second quarter, down from $0.12 in the first quarter. The period included a $194.5 million MSR mark-to-market loss, net of hedges, which shows how sharply interest-rate and valuation moves can affect reported results. (Rithm Capital Q2 2026 8-K filing)
Rithm’s own quarterly filing warns that a liquidity shortfall could arise rapidly and limit its ability to respond, while changes in collateral values can trigger additional margin requirements. That is a material risk for a leveraged mortgage platform operating through secured funding markets. (Rithm Capital Q2 2026 10-Q filing)
The expanding asset-management business is not entirely recurring: second-quarter revenue growth was helped by higher incentive fees. Rithm’s filing says it had $1.3 billion of maximum exposure linked partly to incentive income subject to clawback, future fund losses and unfunded commitments. (Rithm Capital Q2 2026 10-Q filing, Morningstar)
Data summarised monthly by Lightyear AI. Last updated on 18 Sept 2026.

Funds containing Rithm Capital

Funds
Fund name
Fund size
$RITM weighting
SPDR MSCI All Country World IM€SPYI
€7.5B0.00%
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